CFB Talks Digital Assets

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CFB Talks Digital Assets is the home of informed conversation about crypto from CF Benchmarks. We are the first and leading digital asset index provider, authorized and regulated by the UK FCA. Respected and innovative financial institutions use our indices and reference rates to power regulated financial instruments, like listed derivatives, investment funds and structured products. Join CF Benchmarks’ Head of Content, Ken Odeluga, Head of Research, Gabe Selby, CFA and Research Analyst, Mark Pilipczuk, as they talk with some of the most accomplished and influential figures in finance, about everything affecting digital assets — crypto protocols, markets, fund flows, on-chain metrics, macroeconomics and more.

  1. HÁ 1 DIA

    How MicroBit Capital created one of Hong Kong's fastest-growing Bitcoin ETFs, with CIO Kenny Khuong

    Hong Kong’s listed digital asset product market has been on a steady path of growth since the first spot crypto ETFs were launched there around 18 months ago, but one asset manager, stands out: MicroBit Capital Management. Especially because it’s one of the newest operating in the region and specifically focused on digital assets. The firm’s MicroBit Bitcoin Spot ETF (SEHK tickers: 3430, 9430) was launched on August 21st, 2025, but already manages around US $230 million in assets, making it one of the fastest-growing crypto ETFs in the region, since the inception of the product class. MicroBit also launched an ETH fund, MicroBit Ether Spot ETF (3425, 9425) on the same day as its Bitcoin fund. Both ETFs sit alongside a comprehensive suite of institutionally focused investment solutions and strategies offered by the firm, to fulfil its mission of helping clients capture the transformative opportunities offered by both traditional and digital assets. Given MicroBit’s impressive growth, we’re super-excited to welcome their Chief Investment Officer, Kenny Khuong, as our first Hong Kong-based investment management guest on the CFB Talks Digital Assets podcast! Just a sample of topics covered in our wide-ranging conversation: · Why MicroBit’s positioning as a digital-asset focused investment manager has struck a chord with investors seeking exposure to crypto investment opportunities · Why MicroBit’s decision to enter Hong Kong’s competitive crypto product market was astutely timed · As an issuer of one of the first ETH staking ETFs in Hong Kong, Kenny breaks down the mechanics, challenges and opportunities of staking, from an investment manager’s perspective · Why strong crypto ETF demand from Hong Kong-domiciled family offices makes the region one of the most promising in Asia’s digital asset product market For a rare look inside Hong Kong’s institutional crypto product market, with an even rarer opportunity to get insights from one of the foremost digital asset portfolio managers operating in the region today, dive into this episode now! Disclaimer The views and information are contributed by MicroBit Capital Management Limited, licensed by the Securities and Futures Commission for Types 1, 4, and 9 regulated activities under the Securities and Futures Ordinance. (Cap. 571). It is intended for Hong Kong investors only. All information contained in this video is provided for general information purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any securities, funds, or other investment products, nor should it be relied upon as legal, financial, tax, or investment advice. Investment involves risks. The value of investments may go up or down, and investors may suffer losses or lose all invested capital. Past performance is not indicative of future results. Investors should consider their investment objectives, financial situation, experience, and risk tolerance, and seek independent professional advice before making any investment decision. Investors should also refer to the offering document for full details including the objectives, investment policies and risks factors. MicroBit does not guarantee the accuracy, timeliness, completeness, or reliability of the information contained herein. All materials are provided “as is”, without warranties of any kind, whether express or implied. SFC authorization does not imply official recommendation or endorsement, nor does it guarantee commercial merits or performance. This video has not been reviewed by the Securities and Futures Commission or any other regulator in any jurisdiction.

    42min
  2. 21Shares’ Federico Brokate on Staking, Solana, and how to win in the coming altcoin ETF flood

    8 DE OUT.

    21Shares’ Federico Brokate on Staking, Solana, and how to win in the coming altcoin ETF flood

    A lot of the excitement following approval of Generic Listing Standards centers on anticipation that specialist crypto ETF firms which have carved out a niche managing altcoin funds, now have an edge. Among these, 21Shares stands out. Founded in Zurich in 2018, the group has since grown into a $10 billion AuM multinational, driven by products like its ARK 21Shares Bitcoin ETF (ARKB). It also listed the world's first Solana ETP in 2021 - including staking rewards from the start. So, with Solana ETFs, plus ETH and SOL staking poised to land on Wall Street imminently, we're excited to sit down with 21Shares' Vice President of US Business Federico Brokate, for a timely episode of CFB Talks Digital Assets. Listen in to get caught up with a range of topics that matter right now. Just a sample: ■ How learnings from 21Shares' EU SOL ETP place it in pole position to steward investors through this high-growth, high-yield opportunity ■ New income stream, new management skills: investors are converging on firms with the deepest experience of handling the novel operational challenges of staking ■ How 21Shares leverages altcoin ETP management expertise, as the number of eligible ETF assets goes from trickle to flood ■ As comprehensive as Generic Listing Standards are, some tokens still don't make the cut -- how much scope is there for the standards to expand over time? ■ Why liquid staking tokens (LSTs) could eventually sit alongside proof of stake (PoS) assets to raise the effective staked percentage With Solana and staking about to enter the room, Federico brings an unmatched perspective that crypto investors of all levels can learn from. Time to grab that beverage of choice and soak in a remarkable volume of insights packed into less than 40 minutes! Recorded September 30, 2025.

    38min

  3. 12 DE SET.

    Bitwise's Rasmussen on the new SEC cliffhanger, Ethereum's renaissance, and BTC eyeing $1.3M by 2035

    From a standing start less than a decade ago, Bitwise Asset Management, one of just a handful of US-based digital asset-focused investment firms, recently reached the milestone of $15 billion in AuM. It's a testament to their unique franchise as an established multinational institution, combined with an unmatched track record of crypto investment expertise, capped with a roster of in-demand voices recognized as authorities in the space. With institutional adoption again on the brink of a major inflection point, we're delighted to welcome one of those expert voices -- Head of Research, Ryan Rasmussen -- as our guest on the CFB Talks Digital Assets podcast! Listen in for Ryan's informed insights on critical regulatory unlocks waiting in the wings; as the SEC reviews staking, multi-asset ETPs, and a record volume of live crypto ETF filings. Just a small sample of multiple thought-provoking highlights: How SEC approval of in-kind creation and redemption for crypto ETFs finally leveled the playing field, enabling benefits from operational, tax, and trading efficiencies to flow to investors, APs and issuers; providing another tailwind for adoptionWhy other hotly anticipated regulatory decisions - e.g., multi-asset ETFs, and generic listing standards - seem to be taking so longHow advisors can move the narrative for individual investors and allocators beyond Bitcoin and Ether, to an understanding of why index/basket strategies are increasingly critical as crypto beta evolvesShowcasing Bitwise's groundbreaking 'Bitcoin Long-Term Capital Market Assumptions' report, as BTC graduates to an "institutional epoch", and potentially targets $1.3 million by 2035Why Ethereum's 'renaissance' - huge price gains, record flows, and increasing network usage - are no surprise from the perspective that it's crypto's "operating system"; as use cases like stablecoins, DeFi, and tokenization, intensifyWhether you're a newcomer or an OG, institutional allocator or individual account, this is yet another episode for anyone interested in digital assets who seeks expert crypto investment insights from the cutting edge.

    47min

  4. 21 DE AGO.

    John Todaro on Wall Street’s Crypto Embrace: IPOs, Treasuries & Regulatory Clarity

    The digital asset industry is growing at breakneck speed. A surge in crypto IPOs, the rise of corporate digital asset treasuries, and an expanding pipeline of deals are reshaping the market. Now, with the Clarity Act promising regulatory certainty, the pace of institutional engagement is accelerating like never before. In this episode of CFB Talks Digital Assets, we’re joined by John Todaro, Managing Director of Crypto, HPC/AI Research at Needham & Co, for a wide-ranging conversation on the latest trends shaping the market in 2025. A few highlights from the discussion: Why Needham chose to launch dedicated crypto coverage back in 2021 and what they’re tracking nowThe red-hot crypto equity and IPO market: are valuations too hot, or is this simply the release of pent-up demand?Inside the wave of corporate digital asset treasuries: from BTC and ETH adoption to systemic risks that could emergeThe Clarity Act: what the new regulatory framework means for institutional participation and M&A in the spaceFor those watching the intersection of traditional finance and digital assets, this episode is essential listening. Join hosts Gabriel Selby, Mark Pilipczuk and Ken Odeluga as they unpack these topics with one of Wall Street’s leading crypto analysts.

    49min

  5. 22 DE JUL.

    Q3 2025 Outlook Special; 'Alpha in the Aftermath: Moving Beyond the 60/40'

    Recorded July 15, 2025. We're just past the half way mark of one of the most geopolitically and politically volatile years for decades - yet key digital assets are continuing to set new highs. On the face of it, it's a classic set-up for a significant pullback, maybe exacerbated by simmering inflation and questionable growth, combined with rising skepticism on earnings, amid lofty valuations. Still, considering Bitcoin's historical asymmetric risk-adjusted return profile, the outlook's almost certainly going to be more nuanced. That makes the CF Benchmarks Q3 outlook report an essential guide for what to watch in the current quarter and how to play it. Join Head of Research, Gabe Selby, CFA and Research Analyst Mark Pilipczuk as they talk through their report: 'Alpha in the Aftermath: Moving Beyond the 60/40' on the latest episode of CFB Talks Digital Assets. A few highlights from the conversation: The Fed's 'impossible' balancing act amid tariff uncertainty and the risk of cutting too late - not to mention prospects of a 'Shadow Fed Chair'How cracks are showing in lengthening bond auction 'tails', hinting that vigilantes are again waiting in the wingsBitcoin's place, alongside real estate, gold, and other assets, with the resumption of dollar debasement on the horizonBTC's 'unique' edge amid the SAB121 repeal, paving the way for mass collateralizationHow multi-asset portfolios are in focus ahead of the SEC's anticipated universal listing procedures for spot crypto ETFs - enabling institutional allocation in sizeAs tokenization switches from science fiction to science fact, with platform's like Kraken's xStocks, how the era of smart contract platforms has truly begunFor informed insights on these points and more, from institutional practitioners across all asset classes, listen in now.

    1h6min

  6. 1 DE JUL.

    Evolve's Elliot Johnson on the second wave of North American crypto ETFs

    The recent debut of Evolve's XRP ETF (XRP), and Evolve Solana ETF (SOLA), show the firm remains at the cutting edge. Forward-thinking investment management has been key, and that's been consistently supplied by Evolve's CIO, Elliot Johnson. Join us to hear how Elliot navigates the unique opportunities and challenges of managing listed crypto investments in Canada. Just a few of many conversation highlights... How professionals can bridge the gap in investors' understanding of staking ETFsHow Evolve operationalizes staking in Evolve Solana ETFElliot's crystal-clear breakdown of how XRP fixes the costly and inefficient cross-border payments systemWhy Evolve Cryptocurrencies ETF (ETC) serves as an alternative rail for first-time digital asset investorsListen in now, and learn for tomorrow! DISCLAIMER Published July 1 2025. Evolve Funds Group Inc. is the investment fund manager and portfolio manager. All Evolve ETFs’ funds described herein is offered by Evolve Funds Group Inc., and distributed through authorized dealers. The information contained herein is a general description and is not intended to be specific investment advice or a recommendation or solicitation to buy, sell, stake or hold any crypto asset or engage in any specific strategy. You should not act or rely on the information contained herein without seeking the advice of an appropriate professional advisor. The information contained herein is intended for informational purposes as a summary only, does not constitute an offer to sell any securities or a legally binding obligation, it is qualified entirely by, and should be read in conjunction with, the more detailed information appearing in the prospectuses found on the Evolve Funds Group Inc website at evolveetfs.com. The unpredictable nature of the cryptoassets can lead to loss of funds. Leverage increases risk. Commissions, trailing commissions, management fees and expenses all may be associated with exchange traded funds (ETFs) and mutual funds. Please read the prospectus before investing. ETFs and mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Certain information contained herein is obtained from third parties. Evolve Funds Group Inc. believes such information to be accurate and reliable as of July 1 2025, however, we cannot guarantee that it is accurate or complete or current at all times. The information provided is subject to change without notice. Certain statements contained herein are forward-looking. Forward-looking statements (“FLS”) are statements that are predictive in nature, depend upon or refer to future events or conditions, or that include words such as “may,” “will,” “should,” “could,” “expect,” “anticipate,” “intend,” “plan,” “believe,” or “estimate,” or other similar expressions. Statements that look forward in time or include anything other than historical information are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the FLS. FLS are not guarantees of future performance and are by their nature based on numerous assumptions. Although the FLS contained herein are based upon what Evolve Funds Group Inc. and the portfolio manager believe to be reasonable assumptions, neither Evolve Funds Group Inc. nor the portfolio manager can assure that actual results will be consistent with these FLS. The reader is cautioned to consider the FLS carefully and not to place undue reliance on FLS. Unless required by applicable law, it is not undertaken, and specifically disclaimed that there is any intention or obligation to update or revise FLS, whether as a result of new information, future events or otherwise.

    50min

  7. 4 DE JUN.

    3iQ's Pascal St-Jean on crypto's next institutional watershed: SOL staking, and beyond

    North America's true spot crypto ETF pioneers are Canadian! The first physical Bitcoin funds listed on Toronto's TSX in early-2021. Now, Canadian issuers are leading crypto's integration into mainstream markets again, with the region's first Solana ETFs - and - the first to incorporate staking. Among these, 3iQ's Solana Staking ETF (tickers: SOLQ.U. SOLQ) is gathering assets fastest to date, and the firm is also staging an exciting expansion into a broader range of digital asset investment products and services. So, for a timely overview on Canada's regulated crypto space, exclusive insights on how staking works in ETFs, plus pointers on what 3iQ's building right now, we're delighted to welcome their CEO, Pascal St-Jean, to the CFB Talks Digital Assets podcast. Join us for exclusive insider insights, including: * Why Solana staking ETFs were the next logical frontier * How 3iQ plans to leverage crypto native R&D to compliantly stake above 50% * How Canada's pragmatic regulatory regime makes XRP the obvious choice for the next crypto ETFs * A sneak peek at 3iQ's custom solutions for wealth and advisory channels, and cutting-edge institutional DeFi rails * Keep a close eye on Canada's pension and wealth allocators Don't sleep on Canada's influence on crypto's evolution - and don't sleep on this episode! Dive in now and stay ahead.

    51min

  8. 13 DE MAI.

    What's next for CME Group in crypto, after Bitcoin, Ether, Solana and XRP?

    With a notional $1 trillion-plus in CME Bitcoin and Ether futures settled by CF Benchmarks indices since their launch, our partnership is one of the most pivotal in crypto. Meanwhile, after the Solana futures debut in March, and with the launch of XRP futures coming next week, the leading derivatives marketplace continues to play a critical and growing role in the evolution of the digital asset class. It's why we're stoked to welcome Brian Burke, CFA, senior director overseeing crypto options at CME Group, as our extra special guest on the CFB Talks Digital Assets podcast! Join us for an exclusive look inside crypto's biggest regulated marketplace, where both institutional and retail participation are accelerating. A few of many enlightening talking points: 'Crypto VIX' Futures? - With global market volatility in the news, how close are we to CME Bitcoin volatility futures?Quicker Roadmap - how increasing regulatory clarity, rising market maturity, and falling information asymmetry are driving a faster cadence of crypto derivative launches - and what to expect nextSolana Surprise - SOL futures volumes and open interest are outpacing expectations: what's behind the momentum?'Proto Perps' imminent - With smaller contract sizes and super-long dated expiries, how upcoming Spot Quoted Futures (SQF) can fill the retail gap even more - and why institutional players are interested tooDive in now for a revealing conversation on the oldest derivatives venue's enduring place in the newest asset class!

    32min
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Sobre

CFB Talks Digital Assets is the home of informed conversation about crypto from CF Benchmarks. We are the first and leading digital asset index provider, authorized and regulated by the UK FCA. Respected and innovative financial institutions use our indices and reference rates to power regulated financial instruments, like listed derivatives, investment funds and structured products. Join CF Benchmarks’ Head of Content, Ken Odeluga, Head of Research, Gabe Selby, CFA and Research Analyst, Mark Pilipczuk, as they talk with some of the most accomplished and influential figures in finance, about everything affecting digital assets — crypto protocols, markets, fund flows, on-chain metrics, macroeconomics and more.

Informações

  • Criado por
    CF Benchmarks
  • Anos de atividade
    2023 - 2025
  • Episódios
    51
  • Classificação
    Livre
  • Copyright
    © CF Benchmarks 2024
  • Site do podcast
    CFB Talks Digital Assets